Manage Jobs
Identifying Internal and External Jobs
Introduction In SMSF Auditomation, jobs can either be created internally by your team or submitted externally by accountants using SMSF Sorted. It’s important to know the difference, as each type follows a slightly different process. Identifying ...
Creating a Wind Up Job
Introduction For the wind up funds, you can create windup job using the steps mentioned below. How to Create a Wind Up Job for a Fund Step 1- Make sure that the fund has a Wind Up Date in the accounting software if its imported. a) Class - Dashboard ...
How to Unlock a Completed Audit Job
Introduction Once an audit job is marked as completed, no further actions can be performed except for generating and downloading the audit file. If you need to perform additional actions, you must unlock the audit job by changing its status from ...
Verify Data with Accounting Software(Class/BGL360/SuperMate)
Introduction This feature enables users to compare data between Cloudoffis Auditomation and accounting software (Class, BGL360, SuperMate). Please note that auditors need to request access and specific credentials from the accountant for the ...
How To Reimport Lead Schedule
Introduction After importing the lead schedule, if there's any information that was added after the import process in the accounting software, this option will help to get that information updated here as well. Follow the steps given below to ...
Importing Data from Accounting Software
Introduction Once the job is created, the next step is to import the data if the fund has been imported from any accounting software or to upload the data manually if the fund has been uploaded manually. This article describes the ways to Import the ...
Submitted by Accountant
Introduction This tab displays jobs submitted by your connected Cloudoffis accountant via SMSF Sorted (Accountant’s Portal). All jobs lodged through Sorted by the accountant will appear here. You can then Create and Process your job from here. Refer ...
Deleted Audit Job
Introduction All of your deleted jobs will be listed here and no changes can be made once the job is deleted. Deleting a job will delete everything from the job and this action is irreversible. Once deleted, no information or details can be brought ...
Completed Audit Job
Introduction All the completed Audit Jobs/Audit Files are listed here and the details for the jobs in Completed Audit Job are in view-only mode. Once a job is completed, the Audit File for that job is locked and no changes can be made from there. You ...
My Audit Job
Following are the actions that can be performed from My Audit Job How To View Audit File There are multiple ways to View Audit Files/ View Audit Jobs. You can View Audit Jobs by the following methods; Method 1:- You can click on the Fund Name ...
Audit Job Queue
Introduction Once an audit job has been created or received, it must be processed before you can begin working on it. Processing an audit job imports the job data into the platform, allowing you to access the fund dashboard, review documents, upload ...
How to Create a Job
Introduction Creating a job is the very first step to get your work going. You can create a job and assign it to your staff by following the steps given below. From this page, you can only create jobs for the funds that you have created Internally, ...